+789.5%
HBAN vs IP
+364.8%
+424.7%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.2% | -2.4% | -1.3% |
| 7D | +0.7% | -5.3% | +5.9% | +3.5% |
| 30D | -3.2% | -10.9% | +7.6% | +2.5% |
| 3M | +4.0% | +11.2% | -7.2% | -3.4% |
| 6M | +3.1% | -10.2% | +13.4% | +5.6% |
| YTD | 0.0% | -2.0% | +2.0% | -3.1% |
| 1Y | -1.2% | -19.1% | +17.9% | +4.8% |
| 3Y | +72.5% | +20.9% | +51.6% | +40.2% |
| 5Y | +39.3% | -17.8% | +57.1% | +38.7% |
| 10Y | +157.3% | +23.5% | +133.8% | +102.8% |
| All | +789.5% | +364.8% | +424.7% | +213.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded IP wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling